The hottest names this week were BBGI (168bps better than the S&P), TRCO (71bps), CHTR (30bps).
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The hottest names this week were GTN (880bps better than the S&P), ATUS (421bps), DISH (397bps), DISCA (290bps), CHTR (236bps), and CMCSA (236bps).
Proprietary retrans database, which contains industry level net retrans projections as well as company level net retrans revenue/expense, rate and margin estimates.
In general, the Wolfe Local Index was -1.2% in Q2 vs. the S&P, +3.8% given rising investor concerns re. net retrans (Pay-TV trends and Locast) and core advertising. Based on our checks, both seem to be just fine.
The hottest names this week were ATUS (390bps better than the S&P), BBGI (367bps), CMLS (339bps), MDP (152bps), and FOXA (82bps).
The hottest names this week were CMLS (778bps better than the S&P), CCO (570bps), FOXA (323bps), DIS (245bps), and DISCA (234bps).
The hottest names this week were CABO (130bps better than the S&P), BBGI (90bps), DISCA (41bps), DIS (27bps), and ATUS (16bps).
Given increasing concerns around the Pay-TV ecosystem, we stressed our cable, media and broadcast models to see what happens to a variety of financial and val. metrics should video sub losses accelerate an incremental 100bps, 200bps, 300bps, 400bps and 500bps from current forecasts.
The hottest names this week were DISH (585bps better than the S&P), VIAB (513bps), CBS (300bps), TRCO (254bps), and CHTR (234bps).
First, happy Friday!
Second, we have a couple quick comments on the heels of T’s Locast announcement.
If you didn’t see it – AT&T is adding Locast’s app on its DIRECTV and U-Verse platforms starting today (5/31).
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